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Nexus ERP · User Guide

Configuration

The control room: system settings, email branding, menus and permissions, intervention types, required documents, letter templates and grant windows — behaviour changed without code.

demo.admin

🗺Configured once, applied everywhere

How the module fits together end to end. Colours mark who acts: navy = staff/admin, cyan = external user, green = organisation, orange = the system.

Administrator
System Settingskeys & values
→
Email brandinglogo, colours, tagline
→
Menus & functions
→
Templates & windows
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System
Applies everywhereno code changes
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Emails, menus, grants, lettersreflect the configuration

🧭1. Email Branding Process

Dress every email the system sends — once.

1
Open Email Branding. /Configuration/EmailBranding/EmailBrandingOverview — name, logo, colours, tagline, footer. Email branding with live preview
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2
Judge it on the live preview. The preview renders a real message in the brand — readable or not is decided here, not in an inbox.
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3
Save. It applies to the next email sent — no template editing.
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4
Every template wears it. The message templates carry only their words; the shell around all of them is this one configuration.

🧭2. Menu & Function Publishing Process

A new screen reaches a user’s sidebar through four gates.

1
Register the function. A data code under its module — the unit access is granted against.
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2
Add the menu item. /Configuration/Menu/MenuLevelOverview — parented into the RENDERED tree; an item attached to an orphaned parent is silently dropped by the sidebar. Menu levels
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3
Grant it. /Configuration/GroupFunctions/GroupFunctionsOverview — at user-type level AND job-title level; a titled user is evaluated against the exact title.
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4
Wait out the cache. Menus are cached for hours — allow time or recycle before declaring it broken.

⚙️System-wide settings

System Settings /Configuration/SystemSettings/SystemSettingsOverview

The key-value register behind system behaviour: email templates, feature flags, integration keys.

  1. Search the setting by name.
  2. Edit its value — it applies on the next read (some values are cached briefly).
⚠️ Treat values that look like keys or passwords with care; changes take effect system-wide.
System Settings

Email Branding /Configuration/EmailBranding/EmailBrandingOverview

What outgoing email looks like: the name it goes out under, logo, primary/accent/second-accent colours, tagline, footer and website. A live preview shows exactly how a message will arrive.

  1. Set the name and tagline.
  2. Upload a logo (about 280×90 works best; PNG/JPG).
  3. Pick the colours or type hex values.
  4. Save — it applies to the next email sent.
💡 The current install ships Nexus ERP branding: navy #0F2F5F, cyan #22D3EE, flame #EA580C, tagline “Enterprise Resource Planning”.
Screenshot Email Branding

🔑Menus, functions and access

Menu Levels /Configuration/Menu/MenuLevelOverview

The sidebar itself: groups and items, their icons, order and target URLs.

  1. Add an item under the correct parent group.
  2. Give it the data code matching its function so access checks work.
⚠️ An item attached to a parent outside the rendered tree silently disappears — anchor to the group that actually shows.
Menu Levels

Functions & Group Functions /Configuration/GroupFunctions/GroupFunctionsOverview

Functions are the permission atoms; Group Functions grant them per user type and title.

🛠️Programme configuration

Learning Unit Types /Configuration/LearningUnitType/LearningUnitTypeOverview

The intervention types (learnership, skills programme, bursary…) the QA and DG modules run on.

Learner Intervention Documents /Configuration/LearnerInterventionDocs/LearnerInterventionDocsOverview

Which learner documents each intervention requires — this narrows the upload dialog on learner profiles.

Letter Templates /Configuration/LetterTemplate/LetterTemplatesOverview

The letters the system generates (approvals, awards, confirmations), editable with placeholders.

DG / MG Windows /Configuration/DGWindow/DGWindowOverview

The application windows for Discretionary and Mandatory Grants — applications outside a window are refused.

❓FAQ & troubleshooting

I changed a setting and nothing happened.

Some values are cached for a few minutes; menus for up to three hours. Sign out and in, or wait briefly.

Who should have access here?

Administrators only — this module changes behaviour for everyone.

Where do email colours show up?

On every system email: the title band, the sign-in button, the rule under the header, and the footer.